Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Midwestern PM Leaves a $1.4B Value Fund Duo Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, February 22, 2016

A Midwestern PM Leaves a $1.4B Value Fund Duo

by: Neil Anderson, Managing Editor

A PM is leaving a $1.44-billion pair of value mutual funds from a Midwestern mutual fund shop. A pair of research analysts are rising to fill the departing PM's shoes.


Adam Peck
Heartland Advisors
Former Vice President, Portfolio Manager- Value Plus and Value Funds, Small Cap Value Plus and Small Cap Value Strategies
In a filing, Milwaukee, Wisconsin-based Heartland Advisors [profile] confirms that Adam Peck resigned from the firm "to pursue other opportunities" effective February 1. He had been a PM on the 31-year-old, two-star, $746-million Heartland Value Fund and on the 22-year-old, two-star, $691.5-million Heartland Value Plus Fund. Also on February 1, Heartland research analyst Eric Miller rose to co-PM of the value fund while Heartland research analyst and small cap value plus strategy PM Andrew Fleming became co-PM of the value plus fund.

Cam Stephenson, vice president and director of marketing at Heartland, declined to comment further beyond a release from the company.

Heartland founder and president Bill Nasgovitz, who has PMed the Heartland Value Fund since inception at the end of 1984, will continue to PM that fund, now alongside Miller.

Andrew J. Fleming
Heartland Advisors
Vice President, Portfolio Manager- Value Plus and Small Cap Value Plus Strategy Funds
Brad Evans, who has PMed the Heartland Value Plus Fund since 2006, will continue to PM that fund, now alongside Fleming.

An alumnus of the University of Wisconsin-Madison, Peck first joined Heartland in 2006. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Board Oversight of ETFs, March 3
  2. FinReg Outlook 2021, March 10
  3. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
  4. Irish Funds North American Digital Seminar, March 11
  5. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
  6. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
  7. Women for Impact - A Call to Action, March 16
  8. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
  9. Expect Miracles Foundation's Virtual Mystery Game Night, March 24
  10. MFDF Director Discussion Series - Open Forum via Zoom, March 24
  11. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
  12. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
  13. MFDF Director Discussion Series - Open Forum via Zoom, April 7
  14. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  15. ETF.com Awards 2020, April 20
  16. The 31st Sub-Advised Funds Forum, Apr 20-21
  17. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  18. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  19. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  20. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  21. ICI 2021 General Membership Meeting - Day 1, May 6
  22. ICI 2021 General Membership Meeting - Day 2, May 13
  23. 2021 FINRA Annual Conference, May 18-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  26. Irish Funds Online Annual Global Funds Conference 2021, May 19-20




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use